Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.